EDOW vs BSMS

Comparison between FIRST TRUST DOW 30 EQUAL WEIGHT ETF (EDOW, ETF) and INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF (BSMS, ETF).

5-Year PerformanceEDOW has outperformed BSMS, delivering a return of +9.5% compared to -0.1%

EDOW vs BSMS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EDOW(ETF)	BSMS(ETF)
Net Assets	$307M	$307M
Expense Ratio	0.50%	0.18%
Max Drawdown	33.72%	16.51%
Sharpe Ratio	1.16	0.18
5Y Beta	0.71	0.01
P/E Ratio	25.24	N/A
Forward P/E	21.05	N/A
PEG Ratio	0.64	N/A
5Y Dividends CAGR	2.45%	9.58%
5Y EPS CAGR	15.22%	N/A
Debt to Equity	-17.96%	N/A
P/S Ratio	3.00	N/A
P/B Ratio	6.00	N/A

Net Assets

EDOW

$307M

Winner

BSMS

$307M

Expense Ratio

EDOW

0.50%

Winner

BSMS

0.18%

Max Drawdown

EDOW

33.72%

Winner

BSMS

16.51%

Sharpe Ratio

Winner

EDOW

1.16

BSMS

0.18

5Y Beta

EDOW

0.71

Winner

BSMS

0.01

P/E Ratio

EDOW

25.24

BSMS

N/A

Forward P/E

EDOW

21.05

BSMS

N/A

PEG Ratio

EDOW

0.64

BSMS

N/A

5Y Dividends CAGR

EDOW

2.45%

Winner

BSMS

9.58%

5Y EPS CAGR

EDOW

15.22%

BSMS

N/A

Debt to Equity

EDOW

-17.96%

BSMS

N/A

P/S Ratio

EDOW

3.00

BSMS

N/A

P/B Ratio

EDOW

6.00

BSMS

N/A

EDOW vs BSMS - Historical Returns

Returns include dividend reinvestment.

Period	EDOW	BSMS
1 month	+2.13%	+0.07%
3 months	+5.26%	+0.50%
6 months	+6.39%	+0.72%
1 year	+16.78%	+4.01%
5 years(CAGR)	+9.48%	-0.10%
10 years(CAGR)	+11.35%	N/A
Max(CAGR)	+11.35%	+1.21%

Winner

EDOW

+2.13%

BSMS

+0.07%

Winner

EDOW

+5.26%

BSMS

+0.50%

Winner

EDOW

+6.39%

BSMS

+0.72%

Winner

EDOW

+16.78%

BSMS

+4.01%

5Y(CAGR)

Winner

EDOW

+9.48%

BSMS

-0.10%

10Y(CAGR)

EDOW

+11.35%

BSMS

N/A

Max(CAGR)

Winner

EDOW

+11.35%

BSMS

+1.21%

EDOW vs BSMS - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	EDOW	BSMS
2026	+7.80%	+1.13%
2025	+15.69%	+3.52%
2024	+12.96%	+1.13%
2023	+15.33%	+4.78%
2022	-8.20%	-9.86%
2021	+19.78%	+1.34%
2020	+5.39%	+6.50%
2019	+23.96%	+0.22%
2018	-2.03%	N/A
2017	+11.90%	N/A

EDOW vs BSMS Drawdown Comparison

The maximum drawdown for EDOW was -33.72%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.

The maximum drawdown for BSMS was -14.95%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The current EDOW drawdown is -1.32%. The current BSMS drawdown is -0.75%.

Rank	EDOW	BSMS
#1	-33.72% Feb 12, 2020 - Nov 16, 2020	-14.95% Jul 19, 2021 - Oct 31, 2022
#2	-21.98% Jan 4, 2022 - Dec 1, 2023	-14.01% Feb 27, 2020 - Jul 16, 2020
#3	-15.51% Feb 19, 2025 - Jun 27, 2025	-2.92% Feb 12, 2021 - Jun 8, 2021
#4	-15.49% Oct 2, 2018 - Mar 18, 2019	-2.40% Aug 10, 2020 - Nov 25, 2020
#5	-10.73% Jan 29, 2018 - Aug 27, 2018	-1.09% Sep 26, 2019 - Dec 3, 2019
#6	-8.73% Feb 6, 2026 - May 22, 2026	-0.66% Jun 10, 2021 - Jul 7, 2021
#7	-7.51% Jul 15, 2019 - Nov 1, 2019	-0.55% Jan 6, 2021 - Jan 28, 2021
#8	-6.65% Nov 8, 2021 - Dec 27, 2021	-0.43% Jan 31, 2020 - Feb 18, 2020
#9	-6.59% Jul 17, 2024 - Aug 29, 2024	-0.39% Jul 16, 2020 - Jul 20, 2020
#10	-6.32% Apr 23, 2019 - Jun 19, 2019	-0.32% Dec 4, 2019 - Dec 18, 2019
#11	-5.42% Dec 4, 2024 - Jan 28, 2025	-0.23% Dec 18, 2019 - Jan 2, 2020
#12	-5.05% Mar 28, 2024 - Jul 16, 2024	-0.16% Jan 17, 2020 - Jan 31, 2020
#13	-4.71% Aug 16, 2021 - Nov 2, 2021	-0.13% Nov 25, 2020 - Dec 7, 2020
#14	-4.23% Jan 21, 2021 - Feb 8, 2021	-0.13% Jul 8, 2021 - Jul 14, 2021
#15	-4.00% Nov 12, 2025 - Dec 3, 2025	-0.11% Dec 29, 2020 - Jan 4, 2021